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Net Worth Report for April 2019

Assets   $ Diff % Diff
Cash $15,804 $7,565 91.82 %
Stocks $131,501 $2,035 1.57 %
Bonds $3,174 $0 0.00 %
Annuities $0 $0 -
Retirement $771,660 $17,472 2.32 %
Home $343,537 ($2,728) -0.79 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $82,164 $3,461 4.40 %
Total Assets $1,347,840 $27,805 2.11 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,983 $0 0.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,983 $0 0.00 %
 
Net Worth $1,345,857 $27,805 2.11 %
Net Worth History Chart
Monthly Entry
04/05/2019 - If only for a moment, our invested assets stand above $1M. This is thanks in part to a bonus payout from my faltering company of $27k! :-O

This also comes despite a $7,300 repair bill for our heating system two weeks ago. We are still a little bitter that we had to replace it after just 11 years, but that's all part of the joy of home ownership.

We pulled an old "financial freedom" spreadsheet last week, and it said that if we stay on track we can quit our jobs in 6.3 years. That's right in line with our goal, but I do have serious doubts that I can hold onto my job that long.

The home value stayed pretty much flat in this months update. Our house is in need of some updates - fresh paint, some bathroom updates, and possibly a gas insert for the fireplace. We really need to get our ass in gear on these projects...


04/10/2019 - And less than a week after everyone in my division receiving huge bonuses, a huge layoff has occurred. All I can do is shake my head. It's amazing how completely incompetent people at the top can be. Over the past five years I have witnessed my company be completely destroyed by "visionaries". SMH.

Net Worth Report for March 2019

Assets   $ Diff % Diff
Cash $8,239 $1,610 24.29 %
Stocks $129,466 $11,075 9.35 %
Bonds $3,174 $0 0.00 %
Annuities $0 $0 -
Retirement $754,188 $23,348 3.19 %
Home $346,265 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $78,703 $5,687 7.79 %
Total Assets $1,320,035 $41,720 3.26 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,983 $0 0.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,983 $0 0.00 %
 
Net Worth $1,318,052 $41,720 3.27 %
Net Worth History Chart
Monthly Entry
03/02/2019 - Total non-real estate assets - $975k. A year ago I thought I was done for at my job, but now it's looking very much like I will receive a BIG bonus at the end of March. Life is a strange ride...

$1M is VERY close at hand.

Net Worth Report for February 2019

Assets   $ Diff % Diff
Cash $6,629 $455 7.37 %
Stocks $118,391 $8,141 7.38 %
Bonds $3,174 $135 4.44 %
Annuities $0 $0 -
Retirement $730,840 $42,007 6.10 %
Home $346,265 $149 0.04 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $73,016 $0 0.00 %
Total Assets $1,278,315 $50,887 4.15 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,983 ($47) -2.32 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,983 ($47) -2.32 %
 
Net Worth $1,276,332 $50,934 4.16 %
Net Worth History Chart
Monthly Entry
02/02/2019


02/16/2019

We're bouncing back nicely from the December lows. We made a series of trades late in the year that averaged out to entering the market at Dow 24,400. Timing is generally a very bad idea, but this trade is looking favorable for the moment.

We are edging closer and closer to $1M in non-real estate assets. With a large bonus in the cards we could be there in just a few months. Fingers crossed...